Three Bridge Wealth Advisors’s Unilever UL Stock Holding History

Three Bridge Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	36,080 +5,243	+17%	+$303K	0.54%	29
2026 Q1	$1.77M	Sell	30,837 -2,170	-7%	-$145K	0.49%	29
2025 Q4	$2.16M	Buy	33,007 +145	+0.4%	+$9.74K	0.57%	26
2025 Q3	$2.19M	Sell	32,862 -153	-0.5%	-$10.6K	0.56%	27
2025 Q2	$2.27M	Buy	33,015 +1,493	+5%	+$105K	0.6%	29
2025 Q1	$2.11M	Buy	31,522 +642	+2%	+$41.4K	0.73%	28
2024 Q4	$1.97M	Buy	30,880 +176	+0.6%	+$11.9K	0.69%	31
2024 Q3	$2.24M	Sell	30,704 -1,557	-5%	-$108K	0.83%	26
2024 Q2	$2M	Sell	32,261 -1,201	-4%	-$71K	0.79%	26
2024 Q1	$1.89M	Buy	33,462 +23,386	+232%	+$1.3M	0.74%	29
2023 Q4	$550K	Sell	10,076 -20,186	-67%	-$1.09M	0.19%	57
2023 Q3	$1.68M	Buy	30,262 +4,411	+17%	+$255K	0.7%	26
2023 Q2	$1.52M	Sell	25,851 -1,577	-6%	-$93.6K	0.64%	28
2023 Q1	$1.6M	Buy	27,428 +8,322	+44%	+$473K	0.74%	28
2022 Q4	$1.08M	Sell	19,106 -8,669	-31%	-$464K	0.58%	33
2022 Q3	$1.37M	Sell	27,775 -438	-2%	-$22.9K	0.7%	30
2022 Q2	$1.46M	Buy	28,213 +1,215	+5%	+$61.9K	0.71%	30
2022 Q1	$1.38M	Buy	+26,998	New	+$1.5M	0.39%	33

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Three Bridge Wealth Advisors's UL Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Unilever (UL) stake by 17% in Q2 2026, buying an estimated $303K and bringing the position to 36,080 shares worth $2.17M. The position accounts for 0.54% of the portfolio, ranked #29.

Three Bridge Wealth Advisors first reported a position in UL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.27M in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Three Bridge Wealth Advisors held 36,080 shares of Unilever worth $2.17M as of Q2 2026.
Three Bridge Wealth Advisors bought 5,243 Unilever shares in Q2 2026, an estimated $303K.
Unilever made up 0.54% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Three Bridge Wealth Advisors first reported a position in Unilever in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's Unilever position peaked at $2.27M in Q2 2025.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.